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Advisor OS’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Advisor OS’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,668
Closed -$1.04M – 247
2022
Q4 		$1.04M Sell
13,668
-2,115
-13% -$185K 0.28% 88
2022
Q3 		$1.31M Buy
15,783
+669
+4% +$61.9K 0.4% 52
2022
Q2 		$1.31M Buy
15,114
+3,791
+33% +$372K 0.38% 53
2022
Q1 		$1.34M Buy
11,323
+3,909
+53% +$421K 0.39% 62
2021
Q4 		$832K Buy
7,414
+1,340
+22% +$153K 0.17% 125
2021
Q3 		$627K Buy
6,074
+4
+0.1% +$425 0.14% 132
2021
Q2 		$516K Buy
6,070
+1,671
+38% +$135K 0.11% 141
2021
Q1 		$330K Buy
+4,399
New +$349K 0.07% 150

Other funds holding REMX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor OS's REMX Position: Q1 2023 in Review

Advisor OS sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2023, closing a stake of 13,668 shares — an estimated $1.04M sold.

Advisor OS first reported a position in REMX in Q1 2021 and held it in 8 quarters. The position peaked at $1.34M in Q1 2022. 148 funds tracked by Wall St. Rank hold REMX as of Q1 2023.

  • Advisor OS reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2023 after selling out during the quarter.
  • Advisor OS sold 13,668 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2023, an estimated $1.04M.
  • Advisor OS first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q1 2021 and held it in 8 quarters.
  • Advisor OS's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.34M in Q1 2022.
  • 148 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2023.

Based on Advisor OS's 13F filing for Q1 2023, filed 25 Apr 2023.